Overview

Join us for the 9th Annual Cross-Border Solutions for Advisors Conference. This year, we're diving into the theme "Navigating Legacy Across Borders: Nine Dimensions of Change, Challenges and Opportunities."

As a premier event for advisors working with global wealth, tax, and family governance, we'll equip you with the insights and tools you need to help your clients navigate the ever-changing legal, cultural, economic, and emotional landscapes of cross-border advisory.

Conference Content 

• Regulatory Reform & Global Taxes – anticipating changes, reporting, and compliance trends.
• Digital Trust & Cybersecurity – AI, blockchain, and safeguarding client data.
• Generational Transitions – succession tools, foundations, and private trust companies.
• Sustainability & Philanthropy – impact-driven giving across jurisdictions.
• Emotional Intelligence in Succession Planning – navigating human factors in advisory work.
• Governance & Transparency – structuring families, businesses, and estates.
• Innovation in Cross-Border Structures – new approaches to wealth management.
• Collaborative Advisory Ecosystems – building strong, multi-disciplinary networks.
• Global Risk Landscape – comparing local and international risks.

Competencies Developed

By attending, delegates will:

• Strengthen technical expertise in multi-jurisdictional tax, legal, and compliance matters.
• Gain strategic insight into managing complex cross-border family and business structures.
• Enhance cultural intelligence for working with diverse, global clients.
• Build resilience and adaptability in volatile, fast-changing advisory environments.
• Develop collaborative skills for multi-disciplinary, impact-focused advisory teams.

Hybrid Conference Format

Join us for our two-day hybrid conference, Day 1 - Online Webinar & Day 2 - Face-to-face conference, designed for flexibility and convenience.

• Day 1: Virtual (Online Webinar): 3 September 2024 

  • Time: 13:00–16:50

  • Access: The link will be provided on the day of the event.

• Day 2: In-Person Conference: 4 September 2024 

  • Time: 08:30–15:30

  • Location: Hyatt House, 125 Ann Crescent, Simba, Sandton, Johannesburg.

  • Notes: This day will be exclusively in-person, with no live streaming available.

CPD

You can earn valuable CPD hours for attending this conference. The total number of hours you can claim depends on which days you participate.

• Day 1 (Virtual): Earn 3 CPD hours by attending the online sessions and successfully completing the post-event assessment.

• Day 2 (In-Person): Earn 5 CPD hours by attending the in-person sessions in Johannesburg and successfully completing the post-event assessment.

• Both Days (Day 1 & Day 2): A total of 8 CPD hours can be earned by attending both days and passing the combined online assessment.

Please Note: The hours allocated are based on the Tax Faculty's guidelines. We recommend you check with your professional body, as their requirements for allocating CPD hours may differ.

Event Pricing

Choose the option that works best for you.

• Online Webinar (3 September 2025):

  • Delegate Rate: R690.00

  • Subscribers (Tax Practitioners, Tax Accountants, and Practice Subscribers): Free for Live streaming session

• Face-to-Face (4 September 2025):

  • Location: Hyatt House, 125 Ann Crescent, Simba, Sandton

  • Delegate Rate: R1 650.00

  • Please note: This day is in-person only and will not be streamed.

• Packaged Deal: Day 1 - Online Webinar (3 Sept) & Day 2 - In-person Conference (4 Sept):

  • Delegate Rate: R2 100.00 (This includes Day 1 online and Day 2 in-person.)

Our Charity Partners

Terms & Conditions: 

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested upon registration if payment does not reflect on The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognised.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event, no cancellation fee will be charged.
  • If the cancellation occurs less than four working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• The Tax Faculty’s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.